Altman Advisors, Inc.
CIK 1731671 · View on SEC EDGAR ↗
- Portfolio value
- $278.7M
- Positions
- 93
- As of
- June 30, 2026
#5,395 of 9,443 by 13F value · top 57.1%
Portfolio value QoQ: +15.5% 13F does not disclose cash
- Top 10 holdings weight
- 36.23%
- Top 25 holdings weight
- 57.43%
- Positions above 1%
- 30
- Effective number of positions
- 46.7
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 4.16% Est. buys $24,203,082 · sells $10,806,502
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 73.2% still held
- New positions
- 20
- Increased
- 10
- Decreased
- 61
- Closed
- 4
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
24.6%
Industrials
7.8%
Retail
7.0%
Communication Services
6.7%
Financials
5.5%
Financial Services
5.4%
Healthcare
5.0%
Energy
3.3%
Consumer Discretionary
2.3%
Utilities
2.3%
Real Estate
2.0%
Communications
1.4%
Consumer products
1.4%
Telecommunication
1.3%
Materials
0.9%
Packaging
0.8%
Other/Unmapped
22.4%
Full portfolio 93 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| IEUR | $19,968,099 | 7.17% | 265,639 | $1,077,064 | Down ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $12,483,015 | 4.48% | 62,387 | $1,410,010 | Down ×4 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $11,860,842 | 4.26% | 33,189 | $2,147,287 | Down ×4 | ||
| AAPL Apple Inc. - Common Stock | $10,051,311 | 3.61% | 34,736 | $1,011,623 | Down ×1 | ||
| XSVM | $9,685,564 | 3.48% | 139,180 | $1,249,465 | Down ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $9,486,247 | 3.40% | 39,801 | $1,103,242 | Down ×1 | ||
| IEI iShares 3-7 Year Treasury Bond ETF | $7,424,249 | 2.66% | 63,212 | $-117,051 | Down ×1 | ||
| LRCX Lam Research Corporation - Common Stock | $7,258,390 | 2.60% | 16,750 | $3,538,945 | Down ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $6,398,274 | 2.30% | 17,153 | $12,993 | Down ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $6,348,075 | 2.28% | 13,292 | $1,752,479 | Down ×1 | ||
| TWLO Twilio Inc. Class A Common Stock | $5,336,313 | 1.92% | 25,863 | $2,046,749 | Down ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $5,191,375 | 1.86% | 13,743 | $886,178 | Down ×6 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $4,974,913 | 1.79% | 8,564 | ||||
| META Meta Platforms, Inc. - Class A Common Stock | $4,650,543 | 1.67% | 8,256 | $516,904 | Up ×2 | ||
| LLY Eli Lilly and Company Common Stock | $3,881,355 | 1.39% | 3,236 | $746,779 | Down ×1 | ||
| ANET Arista Networks, Inc. Common Stock | $3,822,640 | 1.37% | 22,502 | $967,759 | Down ×4 | ||
| CBOE | $3,744,641 | 1.34% | 15,431 | $-592,550 | |||
| IAU | $3,674,303 | 1.32% | 54,545 | $-623,218 | Down ×3 | ||
| MFG Mizuho Financial Group, Inc. Sponosred ADR (Japan) | $3,608,144 | 1.29% | 376,633 | $595,724 | Down ×4 | ||
| MUFG Mitsubishi UFJ Financial Group, Inc. Common Stock | $3,504,033 | 1.26% | 176,171 | $496,956 | Down ×2 | ||
| C Citigroup, Inc. Common Stock | $3,425,192 | 1.23% | 24,473 | $616,421 | Down ×4 | ||
| DY Dycom Industries, Inc. Common Stock | $3,392,509 | 1.22% | 6,710 | $1,100,053 | Down ×1 | ||
| FNOV | $3,359,783 | 1.21% | 88,314 | $-175,498 | Down ×2 | ||
| GNRC Generac Holdlings Inc. Common Stock | $3,271,859 | 1.17% | 11,174 | $1,073,029 | Down ×1 | ||
| EXPE Expedia Group, Inc. - Common Stock | $3,226,943 | 1.16% | 12,611 | $286,528 | Down ×1 | ||
| GEV GE Vernova Inc. Common Stock | $3,160,373 | 1.13% | 2,690 | $800,924 | Down ×1 | ||
| UBS UBS Group AG Registered Ordinary Shares | $3,101,732 | 1.11% | 62,585 | $632,727 | Down ×4 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $3,075,162 | 1.10% | 3,041 | $486,793 | Down ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $3,043,863 | 1.09% | 2,637 | Up ×1 | |||
| WMT Walmart Inc. - Common Stock | $3,034,821 | 1.09% | 26,795 | $-1,224,011 | Down ×4 | ||
| GILD Gilead Sciences, Inc. - Common Stock | $2,770,803 | 0.99% | 21,931 | $-294,254 | Down ×2 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $2,641,709 | 0.95% | 6,199 | $406,469 | Down ×4 | ||
| MS Morgan Stanley Common Stock | $2,634,322 | 0.95% | 12,602 | $487,023 | Down ×4 | ||
| IBM International Business Machines Corporation Common Stock | $2,575,125 | 0.92% | 9,157 | $336,351 | Down ×3 | ||
| CEG Constellation Energy Corporation - Common Stock When-Issued | $2,522,816 | 0.91% | 10,157 | $-337,953 | Down ×1 | ||
| TIMB TIM S.A. American Depositary Shares (Each representing 5 Common Shares) | $2,513,466 | 0.90% | 117,342 | $-682,182 | Down ×2 | ||
| SCCO Southern Copper Corporation Common Stock | $2,511,784 | 0.90% | 14,414 | $39,626 | Up ×2 | ||
| V Visa Inc. | $2,492,079 | 0.89% | 7,264 | $282,116 | Down ×2 | ||
| ABBV AbbVie Inc. Common Stock | $2,449,160 | 0.88% | 9,733 | $315,863 | Down ×3 | ||
| JNJ Johnson & Johnson Common Stock | $2,446,630 | 0.88% | 9,634 | $72,266 | Down ×3 | ||
| BAC Bank of America Corporation Common Stock | $2,425,052 | 0.87% | 42,560 | $339,649 | Down ×3 | ||
| JPM JP Morgan Chase & Co. Common Stock | $2,386,093 | 0.86% | 7,290 | $217,096 | Down ×4 | ||
| DE Deere & Company Common Stock | $2,350,303 | 0.84% | 3,705 | $207,980 | Down ×2 | ||
| NVS Novartis AG Common Stock | $2,334,501 | 0.84% | 14,896 | $47,681 | Down ×3 | ||
| MMM 3M Company Common Stock | $2,305,436 | 0.83% | 14,239 | $232,568 | Down ×4 | ||
| BRKB | $2,281,278 | 0.82% | 4,559 | $74,562 | Down ×2 | ||
| FLJP | $2,269,884 | 0.81% | 57,104 | $175,171 | Down ×2 | ||
| NFLX Netflix, Inc. - Common Stock | $2,258,239 | 0.81% | 31,628 | $-790,101 | Down ×1 | ||
| PHM PulteGroup, Inc. Common Stock | $2,191,106 | 0.79% | 15,969 | $304,877 | Down ×1 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $2,169,607 | 0.78% | 2,843 | ||||
| XOM Exxon Mobil Corporation Common Stock | $2,128,457 | 0.76% | 15,568 | $-552,171 | Down ×3 | ||
| MA Mastercard Incorporated Common Stock | $2,107,364 | 0.76% | 4,103 | $33,716 | Down ×1 | ||
| AMCR Amcor plc Ordinary Shares | $2,097,446 | 0.75% | 48,384 | $165,755 | Down ×1 | ||
| GD General Dynamics Corporation Common Stock | $2,086,667 | 0.75% | 5,891 | $54,971 | Down ×3 | ||
| COST Costco Wholesale Corporation - Common Stock | $2,077,193 | 0.75% | 2,220 | $-144,325 | Down ×1 | ||
| UBER Uber Technologies, Inc. Common Stock | $2,068,178 | 0.74% | 28,661 | $7,599 | Up ×5 | ||
| EQIX Equinix, Inc. - Common Stock | $2,066,238 | 0.74% | 1,982 | $73,213 | Down ×1 | ||
| SHEL Shell PLC American Depositary Shares (each representing two (2) Ordinary Shares) | $1,971,226 | 0.71% | 25,422 | $-437,453 | Down ×2 | ||
| LNG Cheniere Energy, Inc. Common Stock | $1,958,606 | 0.70% | 8,195 | $-414,094 | Down ×3 | ||
| O Realty Income Corporation Common Stock | $1,932,234 | 0.69% | 31,185 | $2,138 | Down ×2 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $1,886,437 | 0.68% | 16,169 | Up ×1 | |||
| FE FirstEnergy Corp. Common Stock | $1,846,066 | 0.66% | 38,832 | $-147,479 | Down ×3 | ||
| SPYV | $1,836,283 | 0.66% | 158,875 | $177,174 | Up ×6 | ||
| D Dominion Energy, Inc. Common Stock | $1,776,814 | 0.64% | 26,019 | $147,338 | Down ×3 | ||
| HD Home Depot, Inc. (The) Common Stock | $1,761,837 | 0.63% | 4,996 | ||||
| UL Unilever PLC American Depositary Shares (each representing One Ordinary Share) | $1,707,468 | 0.61% | 28,401 | $49,926 | Down ×2 | ||
| YUMC Yum China Holdings, Inc. Common Stock | $1,677,346 | 0.60% | 41,041 | $-323,122 | Up ×6 | ||
| CPNG Coupang, Inc. Class A Common Stock | $1,677,282 | 0.60% | 96,562 | $-168,937 | Down ×1 | ||
| ICE Intercontinental Exchange Inc. Common Stock | $1,648,543 | 0.59% | 13,391 | $-462,841 | Down ×1 | ||
| PBR Petroleo Brasileiro S.A. Petrobras ADS | $1,587,426 | 0.57% | 98,232 | $-508,756 | Down ×3 | ||
| BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | $1,585,206 | 0.57% | 16,516 | $-21,811 | Up ×5 | ||
| EOG EOG Resources, Inc. Common Stock | $1,514,506 | 0.54% | 11,674 | $-221,519 | Down ×3 | ||
| TSLA Tesla, Inc. - Common Stock | $1,507,010 | 0.54% | 3,583 | ||||
| DOC Healthpeak Properties, Inc. Common Stock | $1,488,220 | 0.53% | 69,543 | Up ×1 | |||
| SPYG | $1,298,546 | 0.47% | 100,703 | $236,614 | Up ×1 | ||
| T AT&T Inc. | $1,227,200 | 0.44% | 59,285 | $-501,184 | Down ×3 | ||
| JQUA | $856,735 | 0.31% | 11,853 | $129,909 | |||
| ACWI iShares MSCI ACWI ETF | $793,640 | 0.28% | 5,056 | ||||
| VOO | $778,843 | 0.28% | 1,134 | ||||
| DGCB Dimensional Global Credit ETF | $689,261 | 0.25% | 12,608 | Up ×1 | |||
| EFA | $686,100 | 0.25% | 6,605 | ||||
| ACN Accenture plc Class A Ordinary Shares (Ireland) | $614,111 | 0.22% | 4,935 | Up ×1 | |||
| BYLD | $585,117 | 0.21% | 304,382 | $30,519 | Up ×2 | ||
| EFR Eaton Vance Senior Floating-Rate Fund Common Shares of Beneficial Interest | $442,252 | 0.16% | 52,675 | $2,597 | Up ×1 | ||
| Unknown issuer (CUSIP: 87975E776) | $434,995 | 0.16% | 14,318 | Up ×1 | |||
| SMMD | $380,318 | 0.14% | 27,986 | $65,487 | Up ×1 | ||
| RKLB Rocket Lab Corporation - Common Stock | $343,374 | 0.12% | 3,378 | ||||
| SSO | $312,643 | 0.11% | 4,640 | ||||
| EEM | $303,064 | 0.11% | 4,430 | ||||
| DUHP | $276,586 | 0.10% | 6,628 | ||||
| SPY SPY | $242,700 | 0.09% | 325 | ||||
| KLAC KLA Corporation - Common Stock | $211,197 | 0.08% | 700 | Up ×1 | |||
| SO Southern Company (The) Common Stock | $210,562 | 0.08% | 2,200 | ||||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| AMD | $4,974,913 | 8,564 | 1.79% |
| MU | $3,043,863 | 2,637 | 1.09% |
| CRWD | $2,169,607 | 2,843 | 0.78% |
| PLTR | $1,886,437 | 16,169 | 0.68% |
| HD | $1,761,837 | 4,996 | 0.63% |
| TSLA | $1,507,010 | 3,583 | 0.54% |
| DOC | $1,488,220 | 69,543 | 0.53% |
| ACWI | $793,640 | 5,056 | 0.28% |
| VOO | $778,843 | 1,134 | 0.28% |
| DGCB | $689,261 | 12,608 | 0.25% |
| EFA | $686,100 | 6,605 | 0.25% |
| ACN | $614,111 | 4,935 | 0.22% |
| Unknown issuer (CUSIP: 87975E776) | $434,995 | 14,318 | 0.16% |
| RKLB | $343,374 | 3,378 | 0.12% |
| SSO | $312,643 | 4,640 | 0.11% |
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| IEF | March 31, 2026 | 74,566 | $7,170,267 | |
| EDV | March 31, 2025 | 80,171 | $5,429,180 | No longer tracked |
| ACWI | March 31, 2026 | 24,653 | $3,488,153 | |
| CRWD | March 31, 2026 | 6,477 | $3,036,159 | -49.3% |
| FLIN | Dec. 31, 2025 | 72,790 | $2,714,339 | No longer tracked |
| NVO | Sept. 30, 2025 | 36,420 | $2,542,844 | -16.2% |
| MCD | March 31, 2026 | 7,915 | $2,419,061 | -12.8% |
| ACWI | March 31, 2025 | 19,190 | $2,254,825 | |
| CTSH | June 30, 2026 | 36,225 | $2,222,404 | 58.2% |
| PNC | Dec. 31, 2025 | 11,007 | $2,211,699 | 17.2% |
| CB | Sept. 30, 2025 | 7,548 | $2,185,911 | 21.2% |
| ISRG | March 31, 2026 | 3,772 | $2,136,310 | -14.3% |
| AMD | March 31, 2026 | 9,771 | $2,092,557 | 129.1% |
| WCN | March 31, 2026 | 11,372 | $1,994,262 | 4.2% |
| PRU | March 31, 2025 | 16,087 | $1,906,777 | 8.9% |
| DELL | March 31, 2025 | 16,313 | $1,879,910 | 375.4% |
| SHW | Sept. 30, 2025 | 5,284 | $1,877,405 | -0.8% |
| ULXXXX | Dec. 31, 2025 | 31,413 | $1,862,136 | No longer tracked |
| ORCL | June 30, 2026 | 11,979 | $1,762,211 | -2.7% |
| TXT | March 31, 2025 | 22,417 | $1,714,678 | 18.3% |
| NEE | Sept. 30, 2025 | 23,448 | $1,713,081 | 13.6% |
| HD | March 31, 2026 | 4,877 | $1,678,342 | 2.7% |
| DAL | June 30, 2025 | 39,231 | $1,633,173 | 66.4% |
| TSLA | March 31, 2026 | 3,583 | $1,611,347 | -7.1% |
| HUBS | March 31, 2026 | 3,962 | $1,589,951 | -1.5% |
| ADBE | March 31, 2025 | 3,318 | $1,475,448 | -28.6% |
| AMT | June 30, 2026 | 7,817 | $1,349,113 | 8.4% |
| UNH | June 30, 2025 | 3,232 | $1,329,896 | 25.8% |
| TMO | June 30, 2025 | 3,002 | $1,287,875 | 52.8% |
| ZTS | March 31, 2026 | 10,206 | $1,284,116 | -35.9% |
| BDX | June 30, 2025 | 6,191 | $1,282,140 | 38.4% |
| UPS | March 31, 2025 | 10,071 | $1,269,953 | -7.1% |
| TGT | June 30, 2025 | 12,318 | $1,191,139 | 62.5% |
| PYPL | March 31, 2026 | 18,300 | $1,068,354 | 36.4% |
| XDJA | March 31, 2025 | 82,873 | $886,212 | No longer tracked |
| DUHP | March 31, 2026 | 21,289 | $809,621 | No longer tracked |
| VOO | March 31, 2026 | 1,134 | $711,165 | No longer tracked |
| EFA | March 31, 2026 | 7,258 | $696,996 | No longer tracked |
| BUD | March 31, 2025 | 11,548 | $578,208 | 26.8% |
| IBIT | June 30, 2026 | 14,029 | $538,994 | |
| EMXC | March 31, 2026 | 4,467 | $324,662 | |
| SSO | March 31, 2026 | 4,863 | $281,665 | No longer tracked |
| EEM | March 31, 2026 | 5,075 | $277,653 | No longer tracked |
| BKNG | Sept. 30, 2025 | 45 | $257,883 | -96.1% |
| SPY | March 31, 2026 | 365 | $248,890 | No longer tracked |
| RKLB | March 31, 2026 | 3,378 | $235,649 | 14.4% |
| CMCSA | March 31, 2026 | 7,872 | $235,294 | -7.2% |
| BKNG | March 31, 2026 | 41 | $219,569 | 26.3% |
| SO | Sept. 30, 2025 | 2,200 | $203,060 | -2.4% |